TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.9M
4
JPME icon
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
+$11.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Top Sells

1
+$13.4M
2
+$11.8M
3
+$10.6M
4
LLY icon
Eli Lilly
LLY
+$9.24M
5
FANG icon
Diamondback Energy
FANG
+$9.19M

Sector Composition

1 Technology 28.91%
2 Industrials 8.04%
3 Communication Services 7.57%
4 Consumer Discretionary 6.67%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.3%
12,641
-849
52
$2.08M 0.29%
30,753
-976
53
$2.07M 0.29%
3,931
-114
54
$1.94M 0.27%
2,174
-14,976
55
$1.94M 0.27%
16,511
-10,983
56
$1.94M 0.27%
46,560
+18,720
57
$1.92M 0.27%
+11,803
58
$1.9M 0.26%
65,412
-12,754
59
$1.85M 0.26%
41,198
+7,206
60
$1.78M 0.25%
63,180
-5,271
61
$1.63M 0.23%
20,224
-371
62
$1.51M 0.21%
6,810
-703
63
$1.42M 0.2%
12,916
-2,302
64
$1.4M 0.19%
+14,374
65
$1.37M 0.19%
+21,591
66
$1.37M 0.19%
6,064
+119
67
$1.31M 0.18%
+14,867
68
$1.31M 0.18%
21,078
-190,143
69
$1.23M 0.17%
21,323
-153,715
70
$1.23M 0.17%
+13,357
71
$1.22M 0.17%
+42,135
72
$1.16M 0.16%
23,195
+3,504
73
$1.15M 0.16%
9,316
-85,950
74
$1.12M 0.16%
1,264
-10,433
75
$1.08M 0.15%
398,760
+381,965
1 2
3
4 5